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Lazari Capital Management’s Lloyds Banking Group LYG Stock Holding History

Lazari Capital Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Hold
17,949
– – 0.03% 178
2026
Q1 		$90.3K Sell
17,949
-42
-0.2% -$230 0.03% 167
2025
Q4 		$95.4K Hold
17,991
– – 0.03% 158
2025
Q3 		$81.7K Sell
17,991
-428
-2% -$1.87K 0.03% 159
2025
Q2 		$78.3K Sell
18,419
-5,573
-23% -$22.2K 0.03% 148
2025
Q1 		$91.6K Sell
23,992
-2,916
-11% -$9.64K 0.04% 146
2024
Q4 		$73.2K Buy
26,908
+6,517
+32% +$18.6K 0.03% 145
2024
Q3 		$63.6K Buy
20,391
+3,371
+20% +$10.1K 0.03% 149
2024
Q2 		$46.5K Buy
+17,020
New +$45.7K 0.02% 136

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Lazari Capital Management's LYG Position: Q2 2026 in Review

Lazari Capital Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 17,949 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #178.

Lazari Capital Management first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Lazari Capital Management held 17,949 shares of Lloyds Banking Group worth $105K as of Q2 2026.
  • Lazari Capital Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.03% of Lazari Capital Management's portfolio in Q2 2026, its #178 holding.
  • Lazari Capital Management first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.